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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $329,947 | $134,817+144.7% | $123,973+166.1% | $155,188+112.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 61.68% | 515.49%-453.8pp | 388.13%-326.5pp | 148.84%-87.2pp |
| Employer contribution / active EE | $17,126 | $4,425+287.0% | $4,126+315.1% | $4,248+303.2% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $5,247-100.0% | $6,531-100.0% |
| Admin fee / account holder | $8,193 | $13,245-38.1% | $11,799-30.6% | $14,480-43.4% |